Purchases and Sales Made in Q3 2021 in Invesco ETF Tr Ii Natl Amt Fre (PZA)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Natl Amt Fre (PZA) during Q3 2021. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II NATL AMT-FRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.71MNew |
$45.8M - $46.9M
|
1.71M
$40.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.31M+ 5.06% |
$35.1M - $35.9M
|
27.1M
$640M
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
348K+ 9.27% |
$9.35M - $9.57M
|
4.1M
$96.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
321K+ 141.46% |
$8.63M - $8.84M
|
549K
$13M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
194K+ 13.92% |
$5.22M - $5.35M
|
1.59M
$37.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
178K+ 22.03% |
$4.77M - $4.88M
|
984K
$23.2M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110K+ 15.42% |
$2.97M - $3.04M
|
827K
$19.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
93.8K+ 10.88% |
$2.52M - $2.58M
|
956K
$22.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
84.2K+ 12.54% |
$2.26M - $2.31M
|
755K
$17.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
61.3KNew |
$1.65M - $1.68M
|
61.3K
$1.45M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60K+ 9.71% |
$1.61M - $1.65M
|
678K
$16M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
45.7K+ 151.06% |
$1.23M - $1.26M
|
76K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
32.8K+ 13.4% |
$881K - $902K
|
277K
$6.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
32.1K+ 6.75% |
$862K - $883K
|
508K
$12M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31.4KNew |
$843K - $863K
|
31.4K
$742K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
30.3KNew |
$814K - $833K
|
30.3K
$716K
|
|
|
Oct 26, 2021
Q3 2021
|
First Affirmative Financial Network
|
BUY
|
- |
29.9KNew |
$804K - $823K
|
29.9K
$707K
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
27.8K+ 62.76% |
$746K - $763K
|
72K
$1.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.2K+ 13.95% |
$702K - $719K
|
214K
$5.05M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
23.4KNew |
$629K - $644K
|
23.4K
$553K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
22.1K+ 223.19% |
$594K - $608K
|
32K
$756K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
20.2K+ 30.92% |
$542K - $555K
|
85.5K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.9K+ 7.39% |
$534K - $546K
|
289K
$6.82M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
18.2K+ 3623.15% |
$488K - $499K
|
18.7K
$441K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
17.5K+ 176.06% |
$469K - $480K
|
27.4K
$647K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.4KNew |
$467K - $478K
|
17.4K
$410K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
BUY
|
- |
16.6KNew |
$446K - $457K
|
16.6K
$392K
|
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
16.2KNew |
$436K - $447K
|
16.2K
$384K
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3K+ 19.81% |
$412K - $422K
|
92.7K
$2.19M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.1K+ 9.28% |
$405K - $415K
|
178K
$4.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
12.5KNew |
$336K - $344K
|
12.5K
$295K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 2.7% |
$329K - $337K
|
466K
$11M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
11.8K+ 9.75% |
$317K - $325K
|
133K
$3.14M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.1K+ 15.57% |
$298K - $305K
|
82.4K
$1.95M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 8.19% |
$288K - $295K
|
142K
$3.35M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.3K+ 92.6% |
$278K - $285K
|
21.5K
$508K
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10KNew |
$269K - $275K
|
10K
$237K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.42KNew |
$253K - $259K
|
9.42K
$222K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
8.99K+ 16.52% |
$242K - $247K
|
63.4K
$1.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
8.77KNew |
$235K - $241K
|
8.77K
$207K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
8.55K+ 9.85% |
$230K - $235K
|
95.3K
$2.25M
|
|
|
Nov 02, 2021
Q3 2021
|
Sierra Capital LLC
|
BUY
|
- |
8.25KNew |
$222K - $227K
|
8.25K
$195K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.99KNew |
$215K - $220K
|
7.99K
$189K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
7.2K+ 8.15% |
$193K - $198K
|
95.6K
$2.26M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
6.82K+ 32.24% |
$183K - $187K
|
28K
$660K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
5.73K+ 3.54% |
$154K - $158K
|
168K
$3.96M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
5.71K+ 37.14% |
$153K - $157K
|
21.1K
$498K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.41K+ 25.8% |
$145K - $149K
|
26.4K
$623K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
4.83K+ 35.63% |
$130K - $133K
|
18.4K
$434K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.82K+ 5.55% |
$129K - $133K
|
91.7K
$2.17M
|